by SDP Team | Aug 16, 2022 | Conrad Slate, Journey Stories
So You Think You Want to Retire? I think I can still be of value in a lot of ways, but probably different from what I have primarily done in the past. During Covid, I began to think of what regrets I would have if Brenda or I died from the virus. I’d regret that I...
by SDP Team | Aug 16, 2022 | Conrad Slate, Journey Stories
So You Think You Want to Retire? The time has come. In fact, it’s probably overdue. Rick and Will are seasoned and highly capable. We’ve been navigating through the toughest and most challenging conditions we’ve faced in several decades, so they are battle-tested and...
by SDP Team | Aug 16, 2022 | Journey Stories, Will Parrish
MONEY DO’S AND DON’TS: Stop managing your money like it’s the 50’s! ESTIMATED 3MIN READ My personal experience planning for long-term care. “But wait! You’re only 49!””Still 48 for a couple of weeks actually…” A good friend of mine...
by SDP Team | Aug 16, 2022 | Craig Fowler, Journey Stories
ESTIMATED 2MIN READ Communication is key for young families as they start to work on building a solid financial foundation. There is no one-size-fits-all solution to handling finances in a family. The arrangement that works for one family could be disastrous for...
by SDP Team | Aug 16, 2022 | Journey Stories, Rick Disharoon
My personal journey in a blended family ESTIMATED 1MIN READ One important financial planning aspect of bringing two families together in a blended family is the risk management portion of your plan. In this writing, I’ll focus specifically on the life insurance...
